Coy C Berends

Employer firm

Money Concepts Capital Corp CRD 12963

$4.07B regulatory AUM 1,108 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• GENERAL CONSULTING SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2008 → Present
  Money Concepts Capital Corp
  Palm Beach Gardens, FL
• 07/2007 → Present
  J&L Oil Field Service, Llc
  Shattuck, OK
• 05/2008 → Present
  Money Concepts Capital Corp
  Shattuck, OK

Other Businesses

1.BERENDS FINANCIAL PLLC, PO BOX 586, 412 S MAIN, SHATTUCK, OK 73858,PROFESSIONAL LLC,TAX PREPARATION/ACCOUNTING,OWNER, Health Insurance Products ,21-40% SAME DURING SECURITES TRADING. 2.J&L OILFIELD SERVICES,LLC,OILFIELD SEVICES,SINCE 1/2002,CFO,40HRS A WEEK.I OVERSEE THE FINANCIAL AND ACCOUNTING ACTIVITES OF J&L OILFIELD, LLC AND THREE OTHER COMPANIES THAT ARE A PART OF J&L. 3. Cascade Land And Cattle, LLC, 420 S Main Shattuck, OK 73858. Cattle Operation , Owner, Non-investment related, 1-20% time spent on activity during non-securities hrs.

Exams

• S66 Uniform Combined State Law Examination
  2008-05-31

Other Names

• Charley Berends
• Roy C Berends